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Adding docvariables - MSExcel

See in this section how to add docvariables to MSExcel documents.

The docvariables will not be filled out correctly if the electronic file is edited by a Google Drive or Office365 application.

To add the docvariable, open the file:

▪Through MSExcel itself, before uploading the electronic file to the document.

▪Through ExcelView, after uploading the electronic file to the document. See the restrictions and necessary permissions to perform this operation in the Using docvariables in electronic files section.

The electronic file will be displayed through the ExcelView screen. Select the cell where the docvariable will be added (A) and, in the field placed on the upper part of the screen [2], enter the spreadsheet name, followed by a "!" (exclamation mark) and the name of the docvariable. See the example:

Repeat this procedure to add all the desired docvariables to the electronic file.

Note that the name of the docvariable should be the same name of the metadata configured in exportation.

Save the changes and close the electronic file. Once this is done, make sure that the field has been filled in correctly with the respective document information: